Hey guys! I have some troubles in the CRM: for example I edited properties in “companies” and changed places of the columns, but when I sign in again, it is changed again. It was already a few times I set it as comfortable for us, but it went back to its default version since I really saved it in the new version. Moreover, when I go to contacts or companies, it sets some filter and the full database ia not visible
Hi @AZapisotskyi,
Have you made sure to save your view?
This won’t work on the “All contacts” – you’ll have to clone (1) and save (2) your adjusted view. You can then specify sorting order, columns, filters.
The moment you drag and drop the filtered view / tab to the very left, it’ll become your default.
Best regards!